Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PITTENGER & ANDERSON INC | 08-09-2024 | 06-30-2024 | 443 | 2,433,793,048 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ABBVIE INC | COM | 101 | $4,616,290 | 26,914 | 0.00 | 0.00 | 360 | 1.36 | 06-30-2024 |
SCHWAB CHARLES CORP | COM | 102 | $4,608,868 | 62,544 | 0.00 | 0.00 | 1,045 | 1.70 | 06-30-2024 |
RTX CORPORATION | COM | 103 | $4,528,292 | 45,107 | 0.00 | 0.00 | 347 | 0.78 | 06-30-2024 |
ISHARES TR | SP SMCP600VL ETF | 104 | $4,445,239 | 45,700 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |